Carissa Peters | Financial Advisor | Tigard, OR | U.S. Bancorp Wealth Management

Carissa Peters

Wealth Management Advisor
U.S. Bancorp Investments

888.858.8880

Primary office
15900 S.W. 116th Avenue
Tigard, OR 97224
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About me

It is my pleasure to serve the financial needs of people in the Sherwood, Tualatin, King City, Tigard and Wilsonville areas. I started in the financial industry in 1999. I hold a Bachelor of Arts degree from the University of Oregon in Eugene, Oregon. I am fluent in Spanish. California Insurance License # 0L01818. 

I want to make managing your finances as easy as possible for you. As your Investment Relationship Manager, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

I am a member of Hillsboro School District. Outside of work, I enjoy running, gardening and spending time with my family.

Area of focus

Investment Planning

Insurance Protection Planning

Retirement Plan Distribution Planning

Executive Compensation Planning

Business Succession Planning

Charitable Gifting Strategies

Executive/Trustee Planning

Legacy Planning

Goals Based Wealth Management

My Offices

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.